Used correctly, trusts are incredibly powerful tools which can serve a variety of purposes.
Whilst many people have heard of trusts, most people don’t realise that they are nothing new. In fact trusts have been around in one form or another for centuries.
More recently they have been gaining popularity for their use in inheritance planning.
Of course this is only the tip of the iceberg and they are a complex subject with as many pitfalls as there are benefits.
Trusts can be used for any number of purposes including but not limited to tax planning and can be used in both a personal and business context.
Due to their complexity they are generally best considered as part of a more comprehensive financial review.
We can and do work with your other professional adivsers such as accountants and solicitors but our first approach would always be to meet with you personally.
The Financial Conduct Authority do not regulate trusts and inheritance tax planning.
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